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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$17.09
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets355.89M
Vanguard Small Cap Index I
Price$122.55
Change-$1.07 (-0.87%)
VolumeN/A
Net Assets162.36B
IYSMX vs VSCIX Comparison Chart in %
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IYSMX vs. VSCIX commentary
Oct 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. IYSMX (356M). VSCIX pays higher dividends than IYSMX: VSCIX (1.35) vs IYSMX (0.11). IYSMX was incepted earlier than VSCIX: IYSMX (13 years) vs VSCIX (28 years). IYSMX (1.52) is less costly to investors than VSCIX (0.04). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSCIX (13.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.57 vs. IYSMX (4.26). VSCIX return over 5 years is better than : 58.17 vs. IYSMX (6.61).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | 1.39 | 0.04 | 3,475% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 2.823 | 7.612 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 162B | 0% |
| Annual Yield % from dividends | 0.11 | 1.35 | 8% |
| Returns for 1 year | 4.26 | 9.57 | 45% |
| Returns for 3 years | 12.07 | 49.55 | 24% |
| Returns for 5 years | 6.61 | 58.17 | 11% |
| Returns for 10 years | 3.79 | 134.65 | 3% |
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